Quotes Directly in
Salesforce
Create, manage, and send quotes directly in Salesforce with automated pricing, tax logic, and a seamless lead-to-cash workflow.
- Quick quote creation
- Automated pricing & tax logic
- Brand-compliant document design
- Native Salesforce email delivery
- Connected lead-to-cash process
Fast, consistent, and aligned with your brand
The Most Important Quoting Features at a Glance
Finblick covers the full quoting process directly in Salesforce — from fast creation to branded layouts, automated pricing, and seamless delivery. Clear, consistent, and ready to use — no external tools required.
Quick Creation
Create quotes in just a few clicks directly in Salesforce — customer data, products, and prices are filled in automatically.
Design Customisation
Create quotes in full corporate design — including logo, colors, fonts, and multilingual text blocks.
Complete Automation
Automatically applies pricing, discount rules, and tax behaviours based on customer groups, product categories, or contract status.
PDF Creation
Easily embeds terms, product sheets, or contracts into the quote PDF.
Approval Processes
Integrates Salesforce approval processes (including e-signature) for clear and secure sales approvals.
Sending by Email
Send quotes via Salesforce email — including attachments and activity logging.
Lead-to-Cash Process
Enables a fully connected lead-to-cash process: generate order confirmations and invoices directly from quotes — all within one system.
Trust built on real Salesforce processes
Companies Optimizing Their Quoting Processes with Finblick
Organizations across industries use Finblick to create quotes faster, ensure consistent document layouts, and process everything directly inside Salesforce. The app is used daily by sales, finance, and operations teams.
“We use Finblick since 2023 and I would recommend it, it streamlined our processes and has a full-solution out of the box, which also could be customized. Loved to work with Konstantin and his team.”
Frequently asked questions about finblick
Key information about the quoting feature at a glance
Here you’ll find answers to common questions about working with Finblick. The information provides initial guidance and helps clarify typical workflows. For specific requirements, we’re happy to advise you individually.
Can Finblick be adapted to our existing Salesforce processes?
Finblick can generally be configured flexibly and adapted to many existing workflows. This includes integrating approval processes, using custom objects, or applying your own document templates. We review which adjustments make sense in detail together with you.
How can I create quotes directly in Salesforce with Finblick?
With Finblick, quotes are created directly within Salesforce using existing CRM data such as accounts, products, prices, and opportunities. Sales teams can generate professional quotes in just a few clicks without switching systems. All data remains in Salesforce and is fully traceable throughout the entire sales process. In this video about creating quotes in Salesforce, you can see how easy the process is with Finblick.
Does Finblick support automatic discounts and pricing rules?
Yes. Finblick supports automatic discounts and pricing rules based on predefined logic, such as customer type, product category, or special agreements. This reduces manual work and ensures consistent and error-free pricing across all quotes.
Can I create multilingual quotes in Salesforce?
Yes. Finblick allows you to create multilingual quotes in Salesforce. Product descriptions, text blocks, and templates can be maintained in multiple languages and automatically applied based on the customer or quote language. Go to the video section: creating multilingual quotes with Finblick
How are quote templates managed in Finblick?
Quote templates in Finblick are centrally managed within Salesforce. They can be customized to match your corporate design and business requirements, including layout, texts, logos, and legal information. Changes to templates are applied consistently across all new quotes.
Does Finblick support individual customer discounts?
Yes. Finblick supports customer-specific discounts that can be applied automatically or manually. This allows sales teams to reflect individual agreements while maintaining full transparency and control over pricing.
Can I integrate my corporate design into quotes?
Yes. Finblick allows you to fully integrate your corporate design into quote templates. Logos, colors, fonts, layouts, and legal texts can be customized so that all quotes consistently reflect your brand.
Can Finblick replace Salesforce CPQ for standard quoting?
It depends on the complexity of your quoting requirements. Finblick is a strong alternative to Salesforce CPQ for standard and moderately complex quoting scenarios, especially when the focus is on speed, simplicity, and native Salesforce integration. For highly complex configuration or pricing models, a dedicated CPQ solution may still be required.
How long does it take to create a quote with Finblick?
In most cases, creating a quote with Finblick takes less than five minutes. The intuitive user interface and automated data usage make the process fast and efficient. In this video about creating quotes in Salesforce, you can see how simple and intuitive the process is.
Send Quotes Faster. Improve Your
Processes. Directly in Salesforce.
From 20€ per user/month Learn more about our pricing here